JAM

Jupiter Asset Management Portfolio holdings

AUM $11.6B
1-Year Est. Return 28.95%
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.47B
AUM Growth
+$6.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$320M
3
+$265M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$158M
5
V icon
Visa
V
+$121M

Top Sells

1
+$34.8M
2
+$33.5M
3
+$32.4M
4
TW icon
Tradeweb Markets
TW
+$17.1M
5
BEP icon
Brookfield Renewable
BEP
+$16.5M

Sector Composition

1 Technology 24.66%
2 Consumer Discretionary 15.93%
3 Financials 14.32%
4 Healthcare 9.35%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$13M 0.14%
129,911
177
$12.8M 0.14%
592,136
+181,555
178
$12.8M 0.13%
+252,049
179
$12.5M 0.13%
+378,195
180
$12.4M 0.13%
206,388
-75,294
181
$12.4M 0.13%
73,953
+17,315
182
$12.2M 0.13%
+343,948
183
$12.2M 0.13%
+701,434
184
$12.1M 0.13%
+94,041
185
$11.9M 0.13%
244,806
186
$11.9M 0.13%
+64,165
187
$11.7M 0.12%
+97,039
188
$11.7M 0.12%
+433,407
189
$11.5M 0.12%
+103,300
190
$11.5M 0.12%
194,429
+11,929
191
$11.4M 0.12%
+126,169
192
$11.4M 0.12%
+3,285,287
193
$11.3M 0.12%
1,026,923
-76,257
194
$11.3M 0.12%
+648,861
195
$11.3M 0.12%
109,494
+63,024
196
$11.1M 0.12%
+147,176
197
$11.1M 0.12%
+46,064
198
$11M 0.12%
+56,152
199
$10.8M 0.11%
282,947
-25,289
200
$10.7M 0.11%
104,194
-14,847
6 7
8
9 10